How can I add a new bank account and update it as my primary bank account?
You can change your primary bank account to another bank account you have registered with Geojit based on your account status:
Geojit Account Type | Bank Modification Method |
Resident Individual, Non-Individual | Online or Offline |
NRI | Offline |
- Online via MyGeojit:
Step 2. Select Bank Account Details > Add New Bank
Step 3. Enter and confirm your Bank Account Number
Step 4. Enter your IFSC Code which will be instantly validated
Step 5. Select your Account Type (Savings Account/Current Account)
Step 6. Tick Add to trading a/c OR Change bank in demat a/c (as required)
Step 7. Tick Set as Primary Bank > Add Bank Account
Step 8. Enter the OTP sent to your registered email ID/ mobile number > Verify OTP
On validation and approval of your bank details, you will be intimated via email/ SMS.
- Offline: Contact your branch and submit a Change Request Form (CRF) with details of the bank account to be added.
B2B clients will only be able to have a single bank account.
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